YorkBridge Wealth Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $322K | Hold |
1,389
| – | – | 0.08% | 173 |
|
|
2022
Q3 | $306K | Hold |
1,389
| – | – | 0.08% | 192 |
|
|
2022
Q2 | $299K | Sell |
1,389
-30
| -2% | -$6.46K | 0.08% | 197 |
|
|
2022
Q1 | $307K | Hold |
1,419
| – | – | 0.07% | 230 |
|
|
2021
Q4 | $275K | Sell |
1,419
-28
| -2% | -$5.43K | 0.06% | 244 |
|
|
2021
Q3 | $245K | Hold |
1,447
| – | – | 0.06% | 237 |
|
|
2021
Q2 | $252K | Hold |
1,447
| – | – | 0.07% | 230 |
|
|
2021
Q1 | $229K | Sell |
1,447
-18
| -1% | -$2.85K | 0.07% | 229 |
|
|
2020
Q4 | $223K | Hold |
1,465
| – | – | 0.07% | 193 |
|
|
2020
Q3 | $210K | Buy |
+1,465
| New | +$210K | 0.09% | 166 |
|
|
2020
Q1 | – | Sell |
-1,495
| Closed | -$220K | – | 171 |
|
|
2019
Q4 | $220K | Hold |
1,495
| – | – | 0.1% | 177 |
|
|
2019
Q3 | $232K | Hold |
1,495
| – | – | 0.12% | 159 |
|
|
2019
Q2 | $200K | Sell |
1,495
-20
| -1% | -$2.68K | 0.09% | 173 |
|
|
2019
Q1 | $174K | Hold |
1,515
| – | – | 0.08% | 178 |
|
|
2018
Q4 | $162K | Hold |
1,515
| – | – | 0.09% | 172 |
|
|
2018
Q3 | $154K | Hold |
1,515
| – | – | 0.07% | 204 |
|
|
2018
Q2 | $141K | Hold |
1,515
| – | – | 0.06% | 228 |
|
|
2018
Q1 | $145K | Hold |
1,515
| – | – | 0.07% | 213 |
|
|
2017
Q4 | $152K | Hold |
1,515
| – | – | 0.07% | 214 |
|
|
2017
Q3 | $165K | Sell |
1,515
-50
| -3% | -$5.45K | 0.09% | 198 |
|
|
2017
Q2 | $167K | Hold |
1,565
| – | – | 0.09% | 189 |
|
|
2017
Q1 | $168K | Buy |
1,565
+475
| +44% | +$51K | 0.09% | 185 |
|
|
2016
Q4 | $107K | Buy |
+1,090
| New | +$107K | 0.06% | 233 |
|